F Albert Klein Trust 1st Natl Bk Ttee
- Assets
- $12.3m
- Revenue
- $1.0m
- Investments
- $12.0m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 12/1959
- Data as of
- 06/2022
- EIN
- 42-0859994
Organization Overview
F Albert Klein Trust 1st Natl Bk Ttee is located in Milwaukee, WI. The organization was established in 1959. According to its NTEE Classification (E11) the organization is classified as: Single Organization Support, under the broad grouping of Health Care and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. F Albert Klein Trust 1st Natl Bk Ttee is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, F Albert Klein Trust 1st Natl Bk Ttee generated $1.0m in total revenue. The organization has seen a slow decline revenue. Over the past 5 years, revenues have fallen by an average of (2.1%) each year. All expenses for the organization totaled $792.6k during the year ending 06/2022. As we would expect to see with falling revenues, expenses have declined by (2.6%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $64,097 |
| Interest on Savings | $0 |
| Dividends & Interest | $440,565 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $526,509 |
| Capital Gain Net Income | $526,509 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $67 |
| Total Revenue | $1,031,238 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $108,107 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $16,195 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $127,302 |
| Contributions, gifts, grants paid | $665,334 |
| Total expenses and disbursements | $792,636 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $406 |
| Savings and temporary cash investments | $288,652 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $8,319,318 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $12,329,399 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
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|---|---|---|
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International Brotherhood Of Elec Workers 683 Health & Welfare Fund Lansing, MI | $27,261,838 | $34,571,326 |
Milwaukee Regional Medical Center Thermal Service Inc Milwaukee, WI | $234,655,372 | $32,150,552 |
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Versiti Inc Milwaukee, WI | $31,675,126 | $28,432,711 |
Oklahoma Gas And Electric Company Employees Medical Benefit Trust Des Moines, IA | $55,573 | $22,996,745 |